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Daniel Patrick Geraghty

Haverford Financial Services, Inc.

Radnor, PA

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Current Employers
Haverford Financial Services, Inc.

Three Radnor Corporate Center Suite 450, Radnor, PA 19087-4580 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2022-03-01
  • PA RA
    APPROVED
    Since 2022-03-01

Branch Locations

Three Radnor Corporate Center Suite 450, Radnor, PA 19087-4580 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Hirtle Callaghan West Conshohocken PA 08/2011 01/2022
The Haverford Trust Company Radnor PA 01/2022 Present
Haverford Financial Services, Inc. Radnor PA 01/2022 Present
  • 08/2011 → 01/2022
    Hirtle Callaghan
    West Conshohocken, PA
  • 01/2022 → Present
    The Haverford Trust Company
    Radnor, PA
  • 01/2022 → Present
    Radnor, PA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-11-30
S63 Uniform Securities Agent State Law Examination 2010-05-20
  • S65 Uniform Investment Adviser Law Examination
    2011-11-30
  • S63 Uniform Securities Agent State Law Examination
    2010-05-20
Designations

View on SEC IAPD

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